David Robert Coughlin
Investment adviser representative at Secure Asset Management, L.L.C.
35 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$870.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Secure Asset Management, L.L.C.Jul 2024 to now
- Aurora Securities Inc.Jul 2024 to now
- David R. CoughlinJul 1991 to now
- Scf Investment Advisors, Inc.Oct 2017 to Jul 2024
- Scf Securities, Inc.Oct 2017 to Jul 2024
- Securities America Advisors, Inc.Jan 2009 to Oct 2017
- Securities America, Inc.Jan 2009 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Secure Asset Management, L.L.C.
$870.6MAssets managed
2,877Clients
55Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2193800
- Firm CRD
- 144046